Filed January 13, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,889 | $77,145+257.6% | $108,410+154.5% | $85,850+221.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.93% | 44.54%-26.6pp | 905.27%-887.3pp | 318.53%-300.6pp |
| Employer contribution / active EE | $6,655 | $2,379+179.7% | $3,558+87.0% | $2,565+159.5% |
| Participant deferral / active EE | $5,991 | $5,566+7.6% | $6,563-8.7% | $3,952+51.6% |
| Admin fee / account holder | $2,800 | $5,172-45.9% | $7,295-61.6% | $6,260-55.3% |